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Navigating Debt in Retirement: What You Need to Know

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Manage episode 493333056 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on Retirement For Living, JoePat Roop discusses the complexities of managing debt in retirement, emphasizing that while some debt can be acceptable, it depends on individual circumstances. He highlights the importance of having a comprehensive financial plan to navigate retirement effectively, particularly in relation to taxes, which can be a significant expense. The conversation also touches on the need for discipline in financial planning and the impact of taxes on retirement income.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

173 episodes

Artwork
iconShare
 
Manage episode 493333056 series 3561339
Content provided by Impact Partnership and JoePat Roop. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and JoePat Roop or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

This week on Retirement For Living, JoePat Roop discusses the complexities of managing debt in retirement, emphasizing that while some debt can be acceptable, it depends on individual circumstances. He highlights the importance of having a comprehensive financial plan to navigate retirement effectively, particularly in relation to taxes, which can be a significant expense. The conversation also touches on the need for discipline in financial planning and the impact of taxes on retirement income.

For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!

Follow us on social media: YouTube | Instagram | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.

  continue reading

173 episodes

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